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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 48-1205033 | Recordkeeping | $6,842 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,638 | $58,879-32.7% | $178,490-77.8% | $73,488-46.1% |
| Participation rate | 28.0% | 66.2%-38.2pp | 81.9%-53.9pp | 70.7%-42.6pp |
| Annual return | 23.39% | 24.86%-1.5pp | 151.07%-127.7pp | 28.51%-5.1pp |
| Employer contribution / active EE | $148 | $2,236-93.4% | $5,011-97.0% | $2,270-93.5% |
| Participant deferral / active EE | $962 | $2,567-62.5% | $5,202-81.5% | $3,740-74.3% |
| Admin fee / account holder | $191 | $400-52.2% | $13,984-98.6% | $513-62.7% |